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The Grateful Patient Playbook: How to Build the Infrastructure for Your Patient Journey

July 21, 2026 3 p.m. ET

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Most health system foundations have more grateful patient potential than they’re able to act on. Not because the donors aren’t there. Because the infrastructure isn’t.

The gap between a well-intentioned Grateful Patient Program and a high-performing one almost always comes down to the same three things: no reliable way to get patient data from your EHR into your fundraising platform, no process to move someone from identified to cultivated, and no defined journey to follow once they get there. The result is potential donors who never make it into a journey, and gift opportunities at every level that never materialize.

Join us for a practical, two-part series kicking off with the playbook. You’ll learn what a Digital Grateful Patient Program actually looks like, what it takes to build one, and how to make it a repeatable part of how your team operates.

Here’s what we’ll cover:

  • Why most GPPs stall before they start, and what’s usually missing
  • What the patient journey actually looks like from identification to cultivation
  • Why data is the foundation, not an afterthought
  • Building the strategy: where to start
  • Real talk: What to expect in year one, and why the long game is worth playing

Walk away with a clear picture of what it takes to stand up a Grateful Patient Program that actually builds a pipeline of warm, connected prospects — and a framework for making it a sustainable, scalable part of your fundraising operation.